See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,401 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,024 | $79,171-1.4% | $102,423-23.8% | $74,495+4.7% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 17.18% | 54.93%-37.8pp | 29.32%-12.1pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,349 | $2,362-42.9% | $3,023-55.4% | $2,623-48.6% |
| Participant deferral / active EE | $2,274 | $4,415-48.5% | $5,053-55.0% | $4,346-47.7% |
| Admin fee / account holder | $148 | $2,001-92.6% | $9,451-98.4% | $1,942-92.4% |